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Community Capital Management (CRAIX)
Learn more about this fund.

General Fund Information

Community Capital Management
2500 Weston Road, Suite 101
Weston FL 33331
(877) 272-1977
www.ccmfixedincome.com

Category:

Fixed Income Funds

Style:

Intermediate

Assets: ($ millions)	$1,434.1

Account min.:

$500,000

Reinvest. min.:

IRA account min.:

IRA reinvest min.:

Type:

High Quality

Expenses:

0.90%

Max. defer. load:

Max. front load:

Avg. P/E:

Avg. P/B:

Avg. YTM:

Avg. Coupon Rate:

0.00

Fund Description

The Community Reinvestment Act Qualified Investment Fund seeks a high level of current income consistent with the preservation of capital. The Fund seeks investments that will be deemed to be qualified under the Community Reinvestment Act of 1977. The Fund invests in bonds and other debt securities that support community and economic development activities, such as low-income housing and job creation programs.

Social Issues

03/31/18

Shareholder activism:

Community investment:

YES

Environment:

Human rights:

Employment:

Products and Services:

Weapons:

Animal testing:

Nuclear power:

Alcohol, tobacco & gambling:

X/X/X

Other:

P =	Positive screen: fund seeks companies with a positive record or achievement.
R =	Restricted investment: the fund has minimum criteria related to this issue.
X =	Exclusionary screen: fund avoids companies involved with this issue.
"-"	Fund does not screen for this criteria.

Fund Performance

03/31/18

Fund Return

Percentile Rank *

Year to date:

-1.07%

1 Year:

0.55%

Annualized returns:

3 Year:

0.60%

5 Year:

0.88%

10 Year:

2.65%

Since inception:

3.92%

Inception date:

08/30/99

Bear Market:

4.35%

Bear Market Period:

—

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.

MPT Statistics

03/31/18

Alpha 3YR:

-0.40

Alpha 5YR:

-0.64

Beta 3YR:

0.73

Beta 5YR:

0.81

R. Squared 3YR:

89.70

R. Squared 5YR:

90.89

Sharpe 3YR:

0.05

Sharpe 5YR:

0.23

Std. Dev. 3YR:

2.46

Std. Dev. 5YR:

2.46

Sector Distribution

No fund sectors available